Field service ERP — built by an HVAC operator
Dispatch, jobs, invoicing, inventory, and a real job-cost P&L — in one platform priced for shops doing $5M and up. No per-tech tax. No 18-month implementation.
Why we built this
Most HVAC software is sold to enterprise. The rest is sold to one-truck startups. If you're a $5M-and-up shop preparing for the next stage — growth, a recap, a sale — you're stuck. Paying for features you'll never use, or stitching together five tools that don't talk. We've been there.
Six-figure annual contracts. Eighteen-month rollouts. Implementation specialists. A pricing page that says "contact sales." Features for a 200-truck operation you don't run.
A scheduling app. A separate invoicing tool. A QuickBooks export. A spreadsheet you swore you'd retire two years ago. Job costing that lives in your head.
What's inside
Everything you need to dispatch the truck, finish the job, send the invoice, and see the margin. Nothing you don't.
Drag-and-drop dispatch board. Tech locations. Today's route, optimized. Reschedule with a swipe — the customer gets the text.
Every call from inquiry to close. Photos, notes, parts pulled, time on site, customer signature, before-and-after. One thread per truck visit.
Invoice on-site from the truck. Card on file. Memberships and recurring billing. AR aging that tells you who's about to ghost you.
Every house, every system, every filter size. Service history per piece of equipment. Callback tracker that doesn't lie.
Truck stock, warehouse stock, parts pulled per job. Low-stock alerts before your tech is standing in a customer's basement empty-handed.
Margin per job, margin per tech, margin per truck. Real labor burden. Real overhead allocation. The number you actually need to run the business.
From the operator who built it
"I was the Director of Finance at a regional GC. I watched our techs run the HVAC division off three spreadsheets and a clipboard. The software we paid for wasn't built for them. So I built one that was."
Samuel Carson · founder, Carson Systems
Pricing
We charge for the platform, not for your team. Add a tech, don't pay more. Add a truck, don't pay more. Run a busy month, don't pay more.
Book a walkthroughWant a partner running this with you?
Routebook is included in every ThermaForge Partners engagement — a fractional operating partnership for HVAC owners scaling toward a recap or sale. ThermaForge handles the lead-gen, ops uplift, and demand engine. Routebook is the platform underneath.
See thermaforgepartners.com →Common questions
It's smaller, cheaper, and built for owners, not enterprise IT departments. ServiceTitan is excellent at being ServiceTitan — and priced accordingly. routebook is built for $5M-and-up shops that need a real ERP without a $40k/year contract and a six-month rollout.
Yes. Whatever you're on now — ServiceTitan, Housecall Pro, FieldEdge, Service Fusion, QuickBooks Online, a spreadsheet — we pull customers, jobs, properties, equipment history, and AR into routebook. No extra charge. Two weeks, typical.
Yes. iOS and Android. Built mobile-first because that's where the work happens. Offline-capable for basements with no signal.
Two-way sync with QuickBooks Online. Invoices, payments, customers, and chart-of-accounts mappings. We sync; we don't replace.
Card on file, ACH, click-to-pay invoice links. Processing is interchange + 0.3% — significantly below industry. We make money on the platform, not on the swipes.
The founder. Samuel. (615) 631-3790. That doesn't scale forever, but right now, that's the deal — and it's part of why early shops choose us.